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Retirement Planning
Chapter 5: Profit-Sharing Plans/PROFIT-SHARING PLANS:
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 5: Profit-Sharing Plans

PROFIT-SHARING PLANS:

01.Core Concepts

ALLOCATION OF CONTRIBUTIONS (2 of 2) • Standard Allocation • Equal percentage to all participants • Social Security Integration • Provides higher allocations to employees whose earnings are greater than the Social Security wage base • Profit-sharing plans can only use the excess method • Age-Based Profit-Sharing Plans • Use a combination of age and compensation to allocate the plan contribution • New Comparability • Contributions are based on employee classification